Frequently Asked Questions

Follow this order for the smoothest setup:

1. Settings → Update your business name. This appears in every reminder sent to your customers.
2. Add your first customer — include their phone number and check the SMS consent box if they've agreed to receive texts.
3. Create your first invoice — select that customer, set a due date, and choose your reminder channel (Email, SMS, or both).

That's it — reminders will fire automatically on schedule from there.

SMS reminders require the customer to have given explicit consent first. If the SMS channel options are greyed out, it means the selected customer either has no phone number on file, or hasn't had SMS consent recorded.

To fix it:

1. Go to your Customers list and open that customer's profile.
2. Add their mobile number if missing.
3. Check the SMS consent checkbox to confirm they agreed to receive texts.
4. Come back and create the invoice — SMS options will now be available.

Both names appear directly in the reminder messages. For example:

"Invoice #1042 from Acme Plumbing is due in 3 days - $850.00. Already paid? Contact Acme Plumbing. Reply STOP to opt out."

Make sure your business name in Settings and your customer names are spelled and capitalised exactly how you want them to appear.

Yes. When creating or editing an invoice, tap Attach Invoice PDF to upload a file. The attachment will be included as a download link in the email reminder.

Attachments are not included in SMS reminders, but the email recipient will see a note pointing them to check their email.

Yes — every invoice has its own reminder schedule. When creating or editing an invoice, expand the Reminder Schedule section to toggle individual steps on or off.

For example, you might disable the 7-day-before step for a long-standing customer, or turn off the 60-day overdue step if you prefer to handle late-stage collections manually.

Changes take effect immediately — steps that have already been sent won't re-fire.

Reminders are processed once daily, automatically at 9 AM EST. The full 9-step default schedule relative to the invoice due date:

You can enable or disable any individual step per invoice by expanding the Reminder Schedule section when creating or editing an invoice.

No problem. Open the invoice and tap Send Reminder Now. You'll get a choice:

• Send Custom Template — uses your saved template for that reminder step.
• Send Generic — sends a pre-built message that accurately says e.g. "is 3 days overdue" based on the actual current date.

Open the invoice and tap Mark as Paid. This immediately stops all future reminders for that invoice.

Customers can also click the link in their reminder to mark it paid themselves — this has the same effect.

Yes. Open the invoice detail and tap Send Reminder Now. This sends the most recent due/overdue reminder immediately, bypassing the daily schedule.

The button only appears if there are unsent reminders available to send.

Example for a 3-day overdue invoice:

"Invoice #1042 from Acme Plumbing is 3 days OVERDUE - $850.00. Contact Acme Plumbing to arrange payment. Already paid? Mark it: [link]. Reply STOP to opt out."

All SMS messages include a STOP opt-out link and your business name.

Yes — go to Settings → Reminder Messages. You can set custom subject lines and body text for each reminder step (or a single catch-all template), for both email and SMS.

Use these merge fields to personalise each message:

If no custom template is set for a step, a sensible default is used automatically.

Twilio automatically handles STOP replies — that customer's number is unsubscribed and will not receive any further SMS messages from your account. This is handled at the carrier level and cannot be bypassed.

Customers can re-subscribe by replying START.

You get 14 days free with full access to all features — no credit card required to start. A banner in the app shows how many days remain.

When your trial ends, you'll need to subscribe to continue sending reminders.

Starter: Up to 100 customers, unlimited invoices, Email & SMS reminders, 200 SMS/month, 9-step automated schedule, customer payment links.

Pro: Unlimited customers, unlimited invoices, Email & SMS reminders, 10,000 SMS/month, custom reminder message templates, priority support.

Go to Settings → Subscription and tap Manage Subscription. This opens the Stripe billing portal where you can cancel anytime.

Cancellation takes effect at the end of your current billing period — you keep full access until then.

Your invoices, customers, and reminders remain in your account. You won't be able to send new reminders until you resubscribe, but your data is safe.

If you want to fully delete your account and all data, go to Settings → Danger Zone → Delete Account & All Data.

Yes. Nudge integrates with QuickBooks Online. You can connect your QuickBooks account from Settings → QuickBooks and import your open invoices and customers directly — no manual entry required.

Go to Settings → QuickBooks and tap Connect to QuickBooks. You'll be redirected to Intuit to authorize the connection. Once authorized, you'll be brought back to Nudge to select which invoices to import.

Nudge reads your Customers and Invoices from QuickBooks Online. We only read data — we never write back to or modify anything in your QuickBooks account.

After the initial import, Nudge automatically syncs with QuickBooks once per day to pick up new invoices and mark invoices as paid when the balance reaches $0 in QuickBooks. You can also trigger a manual sync anytime from Settings → QuickBooks → Sync Now.

Go to Settings → QuickBooks and tap Disconnect from QuickBooks. This revokes Nudge's access to your QuickBooks data. Your existing invoices and customers in Nudge will remain — nothing is deleted.

To reconnect, simply tap Connect to QuickBooks again.

Nudge is designed for USD-based businesses. If your QuickBooks company has multi-currency enabled, invoice amounts will be imported as-is without currency conversion. We recommend using Nudge only if your invoices are primarily in USD. Multi-currency support is planned for a future release.